See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,700 | $138,044-56.0% | $125,339-51.6% | $134,475-54.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.56% | 750.33%-774.9pp | 572.05%-596.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $4,134 | $5,243-21.2% | $4,814-14.1% | $4,740-12.8% |
| Participant deferral / active EE | $11,660 | $7,799+49.5% | $7,446+56.6% | $6,400+82.2% |
| Admin fee / account holder | $295 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |